To add lead status first you need to get to the Lead Status page there are several ways of reaching it.

Step 1. From Home Page by clicking on Lead Status icon.

Step 3. From the Left menu click on CRM then CRM setup ==> Lead Status.

Step 3. Once you are on a lead status page click on the Blue button that says “Add Lead status”.

1.Add Lead Status: Users click the 'Add Lead Status' button, opens a new screen to create the lead status.

2.ID: ERP Gold refers to the unique ID generated by ERP Gold for each record.

3.Name:  Users will see the name in this column.

4.Display Order: Use to manage record's order.

5.Count: Users can see the total source count in this column.

6.Is Active: This field will display only two options in the drop-down list True & False. If your customer is active and still doing business with you then select True Otherwise False.

7.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.

8.Next Page Button: Move to the next page.

9.Items Per Page: Use to display the number of records per page.

Step 4. Users click the 'Add Lead Status' button, which opens a new screen to create the lead status.

1.Name: Users can enter the name in this column.

2.Display Order: Use to manage record's order.

3.Is Active: This field will display only two options in the drop-down list True & False. If your customer is active and still doing business with you then select True Otherwise False.

4.Save: If you click "Save", then it will all the data is saved in lead status.

5.Back to List: Back to the lead status screen.

Step 5.Users click the 'Edit' button then we have a new screen open that we can update the existing record.

1.Name: Users can enter the name in this column.

2.Display Order: Use to manage record's order.

3.Is Active: This field will display only two options in the drop-down list True & False. If your customer is active and still doing business with you then select True Otherwise False.

4.Save: If you click "Save", then it will all the data is saved in lead status.

5.Back to List: Back to the lead status screen.